+1,485.7%
DHR vs VIG
+614.0%
+871.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.4% |
| 7D | -2.4% | -1.2% | -1.2% | -1.2% |
| 30D | -2.2% | -2.8% | +0.7% | +0.8% |
| 3M | +9.0% | +2.5% | +6.5% | +6.2% |
| 6M | +3.5% | +8.1% | -4.6% | -4.6% |
| YTD | -10.1% | +9.6% | -19.7% | -18.3% |
| 1Y | +6.2% | +14.2% | -8.0% | -7.4% |
| 3Y | -5.4% | +56.1% | -61.5% | -39.8% |
| 5Y | -27.9% | +62.8% | -90.7% | -55.7% |
| 10Y | +215.7% | +248.2% | -32.5% | -13.6% |
| All | +1,485.7% | +614.0% | +871.7% | +100.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VIG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling